CA2293090C - Methode et systeme d'investissement - Google Patents

Methode et systeme d'investissement Download PDF

Info

Publication number
CA2293090C
CA2293090C CA2293090A CA2293090A CA2293090C CA 2293090 C CA2293090 C CA 2293090C CA 2293090 A CA2293090 A CA 2293090A CA 2293090 A CA2293090 A CA 2293090A CA 2293090 C CA2293090 C CA 2293090C
Authority
CA
Canada
Prior art keywords
investment
advisor
portfolio
investors
computer system
Prior art date
Legal status (The legal status is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the status listed.)
Expired - Fee Related
Application number
CA2293090A
Other languages
English (en)
Other versions
CA2293090A1 (fr
Inventor
Bill Snow
Gerald Abshez
Stephen B. Sutherland
Current Assignee (The listed assignees may be inaccurate. Google has not performed a legal analysis and makes no representation or warranty as to the accuracy of the list.)
Individual
Original Assignee
Individual
Priority date (The priority date is an assumption and is not a legal conclusion. Google has not performed a legal analysis and makes no representation as to the accuracy of the date listed.)
Filing date
Publication date
Application filed by Individual filed Critical Individual
Priority to CA2293090A priority Critical patent/CA2293090C/fr
Publication of CA2293090A1 publication Critical patent/CA2293090A1/fr
Priority to US11/437,792 priority patent/US8560412B2/en
Application granted granted Critical
Publication of CA2293090C publication Critical patent/CA2293090C/fr
Anticipated expiration legal-status Critical
Expired - Fee Related legal-status Critical Current

Links

Classifications

    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/02—Banking, e.g. interest calculation or account maintenance
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G—PHYSICS
    • G06—COMPUTING; CALCULATING OR COUNTING
    • G06Q—INFORMATION AND COMMUNICATION TECHNOLOGY [ICT] SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES; SYSTEMS OR METHODS SPECIALLY ADAPTED FOR ADMINISTRATIVE, COMMERCIAL, FINANCIAL, MANAGERIAL OR SUPERVISORY PURPOSES, NOT OTHERWISE PROVIDED FOR
    • G06Q40/00—Finance; Insurance; Tax strategies; Processing of corporate or income taxes
    • G06Q40/06—Asset management; Financial planning or analysis

Landscapes

  • Business, Economics & Management (AREA)
  • Engineering & Computer Science (AREA)
  • Finance (AREA)
  • Accounting & Taxation (AREA)
  • Development Economics (AREA)
  • Theoretical Computer Science (AREA)
  • Physics & Mathematics (AREA)
  • General Physics & Mathematics (AREA)
  • General Business, Economics & Management (AREA)
  • Economics (AREA)
  • Marketing (AREA)
  • Strategic Management (AREA)
  • Technology Law (AREA)
  • Entrepreneurship & Innovation (AREA)
  • Operations Research (AREA)
  • Human Resources & Organizations (AREA)
  • Game Theory and Decision Science (AREA)
  • Financial Or Insurance-Related Operations Such As Payment And Settlement (AREA)
CA2293090A 1999-12-23 1999-12-23 Methode et systeme d'investissement Expired - Fee Related CA2293090C (fr)

Priority Applications (2)

Application Number Priority Date Filing Date Title
CA2293090A CA2293090C (fr) 1999-12-23 1999-12-23 Methode et systeme d'investissement
US11/437,792 US8560412B2 (en) 1999-12-23 2006-05-22 Method and apparatus for financial investment advice available to host of users over a public network

Applications Claiming Priority (1)

Application Number Priority Date Filing Date Title
CA2293090A CA2293090C (fr) 1999-12-23 1999-12-23 Methode et systeme d'investissement

Publications (2)

Publication Number Publication Date
CA2293090A1 CA2293090A1 (fr) 2001-06-23
CA2293090C true CA2293090C (fr) 2016-03-22

Family

ID=4164951

Family Applications (1)

Application Number Title Priority Date Filing Date
CA2293090A Expired - Fee Related CA2293090C (fr) 1999-12-23 1999-12-23 Methode et systeme d'investissement

Country Status (2)

Country Link
US (1) US8560412B2 (fr)
CA (1) CA2293090C (fr)

Families Citing this family (32)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
US20040006532A1 (en) * 2001-03-20 2004-01-08 David Lawrence Network access risk management
US8140415B2 (en) 2001-03-20 2012-03-20 Goldman Sachs & Co. Automated global risk management
US8069105B2 (en) * 2001-03-20 2011-11-29 Goldman Sachs & Co. Hedge fund risk management
US8121937B2 (en) * 2001-03-20 2012-02-21 Goldman Sachs & Co. Gaming industry risk management clearinghouse
US20030225687A1 (en) * 2001-03-20 2003-12-04 David Lawrence Travel related risk management clearinghouse
US20040193532A1 (en) * 2001-03-20 2004-09-30 David Lawrence Insider trading risk management
US20110131136A1 (en) * 2001-03-20 2011-06-02 David Lawrence Risk Management Customer Registry
US8209246B2 (en) 2001-03-20 2012-06-26 Goldman, Sachs & Co. Proprietary risk management clearinghouse
US7899722B1 (en) * 2001-03-20 2011-03-01 Goldman Sachs & Co. Correspondent bank registry
US20020143562A1 (en) * 2001-04-02 2002-10-03 David Lawrence Automated legal action risk management
US8442953B2 (en) 2004-07-02 2013-05-14 Goldman, Sachs & Co. Method, system, apparatus, program code and means for determining a redundancy of information
US8996481B2 (en) * 2004-07-02 2015-03-31 Goldman, Sach & Co. Method, system, apparatus, program code and means for identifying and extracting information
US8510300B2 (en) 2004-07-02 2013-08-13 Goldman, Sachs & Co. Systems and methods for managing information associated with legal, compliance and regulatory risk
US8762191B2 (en) * 2004-07-02 2014-06-24 Goldman, Sachs & Co. Systems, methods, apparatus, and schema for storing, managing and retrieving information
US7865423B2 (en) * 2005-08-16 2011-01-04 Bridgetech Capital, Inc. Systems and methods for providing investment opportunities
US20080189224A1 (en) * 2007-02-06 2008-08-07 Lewis Coopersmith Computerized system and method for determining retirement withdrawals
US20080270319A1 (en) * 2007-04-27 2008-10-30 Kasra Torabi Method and System to Facilitate a User to User Subscription Based Online Marketplace for Real-Time Investment Data
US20090186689A1 (en) * 2008-01-21 2009-07-23 Hughes John M Systems and methods for providing investment opportunities
US20100138357A1 (en) * 2008-12-03 2010-06-03 Morgan Stanley (A Delaware Corporation) Trading system
US9015073B2 (en) 2012-06-06 2015-04-21 Addepar, Inc. Controlled creation of reports from table views
US8533017B1 (en) * 2013-02-13 2013-09-10 Fmr Llc Succession planning for registered investment advisors
US10937098B2 (en) * 2014-05-20 2021-03-02 Voleo, Inc. Method and system for groups of individuals to form and manage an investment club for trading in publicly traded securities, enabling individuals to monitor their hypothetical performance and embracing the features of an online social network
US9424333B1 (en) 2014-09-05 2016-08-23 Addepar, Inc. Systems and user interfaces for dynamic and interactive report generation and editing based on automatic traversal of complex data structures
US9244899B1 (en) 2014-10-03 2016-01-26 Addepar, Inc. Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including time varying attributes
WO2016083872A1 (fr) * 2014-11-28 2016-06-02 Tofilis Michael Fonds virtuels
US10032223B2 (en) 2015-03-20 2018-07-24 Bank Of America Corporation System for account linking and future event integration into retirement score calculation
US9830660B2 (en) 2015-03-20 2017-11-28 Bank Of America Corporation System for augmenting a retirement score with health information
US10019760B2 (en) 2015-03-20 2018-07-10 Bank Of America Corporation System for utilizing a retirement score to receive benefits
US10049406B2 (en) * 2015-03-20 2018-08-14 Bank Of America Corporation System for sharing retirement scores between social groups of customers
US10581989B2 (en) * 2015-07-30 2020-03-03 Nasdaq, Inc. Application logging framework
US10732810B1 (en) 2015-11-06 2020-08-04 Addepar, Inc. Systems and user interfaces for dynamic and interactive table generation and editing based on automatic traversal of complex data structures including summary data such as time series data
US20220215470A1 (en) * 2021-01-04 2022-07-07 Stirlingshire Investments, Inc. System and Method for Pushing Recommended Financial Transactions to a Mobile Device or Computer

Family Cites Families (1)

* Cited by examiner, † Cited by third party
Publication number Priority date Publication date Assignee Title
WO1998044444A1 (fr) 1997-04-02 1998-10-08 Rational Investors, Inc. Procede et appareil pour systeme de support et de conseil a l'investissement virtuel

Also Published As

Publication number Publication date
US8560412B2 (en) 2013-10-15
CA2293090A1 (fr) 2001-06-23
US20070038544A1 (en) 2007-02-15

Similar Documents

Publication Publication Date Title
US8560412B2 (en) Method and apparatus for financial investment advice available to host of users over a public network
Hirschey et al. Insider trading, ownership structure, and the market assessment of corporate sell‐offs
US7877320B1 (en) System and method for tracking and facilitating analysis of variance and recourse transactions
US7680726B2 (en) Electronic bartering system
US8103577B2 (en) Auction system and system of forming investment trust and financial products and funds including viatical and life settlement
US20050187858A1 (en) Fixed income security offerings management techniques and related applications
US20110138318A1 (en) Systems and methods for objective financing of assets
US20020002524A1 (en) Online patent and license exchange
US20030036945A1 (en) System, method and computer program product for assessing the value of intellectual property
US20140324664A1 (en) Method and system for identifying high probability trade matches
KR20040023582A (ko) 금융상품을 평가하기 위한 시스템
KR20080049126A (ko) 동적 패리-뮤추얼 시장
WO2002069112A2 (fr) Systeme de troc electronique a l'aide d'outils facilitant ledit troc
CA2338145A1 (fr) Systeme et procede d'echange de titres en reseau
US20070282732A1 (en) Electronic trade facilitation system and method
US20080288419A1 (en) Integrated trading and information system for collection and dissemination of valuation data
US20120011044A1 (en) Method and system for issuing primary securities in a trading market
Tse et al. Competition for order flow, market quality, and price discovery in the Nasdaq 100 index tracking stock
KR20210058178A (ko) 주식투자 자문을 영위하는 투자자의 수익률 평가 및 전문성의 등급 공시 서비스 플랫폼 및 서비스 애플리케이션
CA2390080A1 (fr) Procede et appareil de service de courtage de valeurs regroupees
GB2440278A (en) Auction system,and system for constituting investment trust fund commodity containing insurance money receiving right
Powers et al. Market bubbles and wasteful avoidance: tax and regulatory constraints on short sales
US20050091133A1 (en) A System and method for creating a capitalization table of a company
France et al. Implementation of accounting standards for cryptocurrency companies in Indonesia
US8103564B2 (en) Method of processing investment data and making compensation determinations and associated system

Legal Events

Date Code Title Description
EEER Examination request
MKLA Lapsed

Effective date: 20191223